Other · DOL Form 5500 · 2022
Rochester University Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $16,045
- Avg per participant Low balance/head
Official DOL plan name: Rochester University Retirement Benefits Plan · Sponsored by Rochester University · Michigan · Educational Services
$4M in assets, 260 participants
Rochester University's Rochester University Retirement Benefits Plan reported $4M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 47th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,315 in Educational Services (4,024 peers)
Coverage in Michigan
Rochester University Retirement Benefits Plan covers 260 participants in Michigan, about 41% of the average Michigan filer (state average ~638 per filing). Assets: $4M.
- #1,315
- in Educational Services (4,024 peers)
- -20.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rochester University Retirement Benefits Plan's mid-pack asset rank among Educational Services and all filers
Rochester University Retirement Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,171,681 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rochester University Retirement Benefits Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rochester University Retirement Benefits Plan sits mid-pack in the medium band (260 participants).
Published 5500 schedule card
Filing strip 381619831 · Rochester University PY 2022 · Other
Rochester University Retirement Benefits Plan · $4M · 260 · 47th
- EIN $4M
- RANK 260
- PHOTO 47th
- IND Other
- EOY near Capitol View Transitional Care Center Savings Plan
- 5500 ind #1315
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Michigan →
Rochester University Retirement Benefits Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 381619831 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochester University)
Sponsor-wide plan assets over time
All Rochester University plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $4M |
| 2023 | 1 | 277 | $5M |
| 2024 | 1 | 287 | N/A |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Rochester University Retirement Benefits Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Capitol View Transitional Care Center Savings Plan in MN ($4M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children S Homes and Services in TX (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.